So much of the world’s highest quality sovereign and quasi-sovereign fixed income was submerged in negative yield territory for most of 2020 while the ongoing global pandemic wrought devastation on many of the economic, fiscal, credit and equity market assumptions that analysts and investors had previously held.

But as 2020 turned into 2021, new hopes for a resumption of some kind of normality rose as the vaccines gradually won regulatory approval and the mass vaccination programmes began to roll out worldwide, prompting a migration of investment back towards cyclical and value stocks. Meanwhile, the US election, followed by the USD1.9 trillion Biden-encouraged Federal Reserve QE programme, and of course with the positive news for the effectiveness of the vaccines, have all combined to drive US Treasury yields dramatically higher. Having reached an all-time low of 0.52% overnight during August 2020 and having ended 2020 well below 1%, the yield was hovering at a shade over 1.6% in mid-March. Meanwhile, as prospects for a resumption of economic growth around the world improve and the rotation to cyclical and value stocks continues, there is at the same time greater hope for a recovery in dividends for the traditionally strong cash-generating corporations around the world.

The Hubbis Digital Dialogue of June 10 will review the current global economic and financial situation and outlook and seek to analyse where and how Asia’s private clients can find income in what is a somewhat more optimistic but still highly uncertain world.

Jun 10

The Quest for Income in an Uncertain World Showing Signs of...

3.00pm - 4.00pm HKT/SGT

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Senior figures in Asian Wealth Management are speaking at this event

Aman Dhingra

UBP

Dhiraj Bajaj

Lombard Odier

Davis Hall

Indosuez Wealth Management

David Storm

RBC Wealth Management

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Event Agenda
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  • 15.00pm

    The Quest for Income in an Uncertain World Showing Signs of Gradual Recovery

    • What is happening to interest rates and fixed income yields globally, why and what is the outlook?
    • What is happening to equities, corporate profitability and dividends, and what is the outlook?
    • What is the likelihood of continuing QE around the developed world? • What allocations to fixed income do panel members recommend in this environment? And what allocations to value/dividend stocks rather than low/no income growth stocks?
    • Where should Asia’s private clients turn to seek predictable, low-risk income?
    • What role should leverage play in Asia’s HNW and UHNW fixed income portfolios in the current environment?
    • What about the prospects for yield and income from structured products and other more esoteric investment structures?
    • What is the trade-off between short-term and longer-dated paper in the fixed income markets?
    • Where can investors find relatively stable and possibly even rising dividends?
    • Are ETFs or active funds the right way to play fixed income and dividend stocks, and why?
    • Should Asia’s investors be stocking up on REITs, and in which segments of the property sector, for example, targeting logistics and broadly diversified trusts, or rotating back into offices, retail and hospitality as the prospects of normality return?
    • Do the private markets offer better opportunities to earn income or are the public markets more prolific, and why?
    • Specifically, what interesting opportunities do private markets offer currently?
    • What opportunities for yield and income are there within Asia itself, for example in the vast and rapidly opening Chinese fixed income market, or amongst the historically strong dividend yielding corporations in the region?

    Moderator

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Davis Hall

    Head of Capital Markets, Asia

    Indosuez Wealth Management

    Dhiraj Bajaj

    Head of Asia Credit, Fixed Income

    Lombard Odier

    David Storm

    Chief Investment Officer - British Isles & Asia

    RBC Wealth Management

    Aman Dhingra

    Managing Director - Head of Advisory

    UBP

  • 16.00pm

    Webinar Ends

Jun 10

The Quest for Income in an Uncertain World Showing Signs of...

3.00pm - 4.00pm HKT/SGT

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Speakers

Aman Dhingra

UBP

Dhiraj Bajaj

Lombard Odier

Davis Hall

Indosuez Wealth Management

David Storm

RBC Wealth Management

Jun 10

The Quest for Income in an Uncertain World Showing Signs of...

3.00pm - 4.00pm HKT/SGT

REGISTER
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Jun 10

The Quest for Income in an Uncertain World Showing Signs of...

3.00pm - 4.00pm HKT/SGT

REGISTER